In 2012, the US Select Private Opportunities Fund Series was established to provide Australian investors with access to a family office style of investing in US private investment markets.

Walsh & Company has been fortunate to partner with Cordish Private Ventures, LLC (Cordish Private Ventures), the private investment funds arm of The Cordish Companies, a fourth generation US-based family business with a history of successful investing in US private investment markets.

To date three limited partnerships have been established, each of which target investments in small and mid-market private investment funds and privately held companies, predominantly focused in the US.

The Cordish Dixon III Australian Wholesale Fund (Fund) was launched in May 2017, to provide wholesale investors the opportunity to invest in the third of these limited partnerships, US Select Private Opportunities Fund III, L.P. (LP). The LP was established in 2016 and, including the Fund, has five investors. The other investors are the ASX listed US Select Private Opportunities Fund III, Cordish Private Ventures, a private trust controlled by an entity related to Walsh & Company and the LP’s General Partner.

Links to key Fund documents and announcements are below, as well as an overview of the underlying managers in which the LP has committed. For important information click here.

Key documents and announcements

Constitution DOWNLOAD

Underlying managers

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DFW_Capital

LP commitment:
US$7.5 million
Industry focus:
Healthcare, business services and industrial services

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LP commitment:
US$5 million
Industry focus:
Consumer internet, mobile and software sectors

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LP commitment:
US$7.5 million
Industry focus:
Food and consumer products

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LP commitment:
US$5 million
Industry focus:
Enterprise software

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LP commitment:
US$10 million
Industry focus:
Non-industry specific

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gemspring

LP commitment:
US$10 million
Industry focus:
Lower middle-market companies

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LP commitment:
US$7.5 million
Industry focus:
Middle-market growth companies

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LP commitment:
US$5.0 million
Industry focus:
Growth and software businesses

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LP commitment:
US$7.5 million
Industry focus:
Growth and software businesses

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DFW Capital Partners V, L.P.

DFW Capital Partners is a leading private equity firm, focused exclusively on the lower middle market. The firm has extensive expertise in acquiring and growing companies in healthcare, business services and industrial services industries. Investments typically present strong customer relationships, have recurring revenue streams and a competitive advantage through proprietary technology but are in need of organisational change and/or succession planning solutions.

Select portfolio companies:

Lighting Retrofit International (LRI)
Lighting Retrofit International (LRI)Gambrills, MD
LRI provides design, engineering, project management, analysis and monitoring for energy efficiency projects primarily in the Federal and MUSH (Municipalities, Universities, Schools and Hospitals) markets.

Elephant Partners Fund I, L.P.

Co-founded in 2015 by Jeremiah Daly and Andy Hunt, both of who worked for Highland Capital Partners, Elephant Partners focuses on investing in consumer internet, mobile and software companies.

Select portfolio companies:

KnowBe4
KnowBe4Clearwater, FL
KnowBe4 helps IT teams manage the problem of social engineering, training users to recognise red flags by utilising a robust platform of tools.
Homepolish
HomepolishNew York, NY
Homepolish is an online marketplace connecting top-quality interior designers to consumers and businesses in search of design services.

Encore Consumer Capital Fund III, L.P.

Encore Consumer Capital is a private investment firm focused on investing in food and consumer products manufacturing and marketing companies. Encore works closely with its operating executives to identify new investment opportunities and drive portfolio company performance.

Select portfolio companies:

LORAC
LORACValencia, CA
LORAC is a leading prestige colour cosmetics brand founded by celebrity makeup artist Carol Shaw.

PeakSpan Capital Fund I, L.P.

PeakSpan invests in growth stage companies that sell enterprise software in the US. These companies serve the full spectrum of buyers from very small businesses to large enterprises. The two founders have a combined 25+ years of investment experience investing in growth and software businesses.

Select portfolio companies:

Cyara Solutions
Cyara SolutionsRedwood City, CA
Cyara is a global, market-leading provider of an omni-channel customer experience testing and monitoring platform. Cyara looks to optimise the performance of contact centres by using an approach called the Customer Experience Innovation Lifecycle.
MindTouch
MindTouchSan Diego, CA
MindTouch is a leading SaaS solution for customer success/engagement management, helping companies create smarter customers to accelerate the sales cycle and drive product adoption.

Trive Capital Fund II, L.P.

Trive is a private investment fund that is focused on acquiring strategically viable, but under-resourced middle-market companies with the potential for value creation through operational improvement.

Trive excels in complex situations, including but not limited to family-owned businesses, corporate carve-outs and distressed transactions, in which speed and certainty are generally a priority.

Select portfolio companies:

Iowa Northern
Iowa NorthernCedar Rapids, IA
Iowa Northern operates short-line railroads that primarily serve customers in the grain, fertiliser and speciality chemical markets.
NxEdge
NxEdgeBoise, ID
NxEdge is a vertically integrated solutions provider to the semiconductor market.

Gemspring Capital Fund I, L.P.

Gemspring Capital is a private equity firm specialising in lower middle market companies. The company provides flexible capital and partners with talented management teams to propel companies to grow and realise their full potential.

Incline Equity Partners IV, L.P.

Incline focuses on US and Canadian middle-market growth companies that possess multiple avenues for growth in the value-added distribution, specialised light manufacturing and business and industrial service sectors.

Growth Street Partners I, L.P.

Growth Street focuses on investments in growing software (SaaS) and technology enabled service companies.

Luminate Capital Partners, L.P.

Luminate Capital Partners invests in US mid-cap growth companies, with a focus on software and software-enabled services businesses.

Disclaimer – This website is intended to provide general information only and has been prepared by Walsh & Company Asset Management Pty Limited (Trustee) without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision. The Trustee does not give any warranty, make any representation as to, or accept responsibility for, its accuracy, reliability, timeliness or completeness now or in the future. While the information provided by the Trustee is believed to be accurate the Trustee does not accept responsibility for any inaccuracy or any actions taken upon reliance with the information on this website. The past performance of the US Select Private Opportunities Fund series is not a guarantee of the future performance of the US Select Private Opportunities Fund series.